WBH Advisory’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
2,359
-1,098
| -32% | -$484K | 0.09% | 158 |
|
|
2025
Q1 | $1.45M | Buy |
3,457
+153
| +5% | +$64.2K | 0.14% | 116 |
|
|
2024
Q4 | $1.41M | Buy |
3,304
+42
| +1% | +$17.9K | 0.13% | 118 |
|
|
2024
Q3 | $1.38M | Buy |
3,262
+1,057
| +48% | +$447K | 0.13% | 121 |
|
|
2024
Q2 | $862K | Buy |
2,205
+3
| +0.1% | +$1.17K | 0.09% | 161 |
|
|
2024
Q1 | $876K | Buy |
2,202
+1
| +0% | +$398 | 0.09% | 163 |
|
|
2023
Q4 | $829K | Sell |
2,201
-97
| -4% | -$36.6K | 0.09% | 165 |
|
|
2023
Q3 | $770K | Buy |
2,298
+171
| +8% | +$57.3K | 0.09% | 160 |
|
|
2023
Q2 | $731K | Buy |
2,127
+2
| +0.1% | +$688 | 0.09% | 170 |
|
|
2023
Q1 | $707K | Buy |
+2,125
| New | +$707K | 0.09% | 172 |
|
|
2022
Q3 | $521K | Buy |
1,814
+1
| +0.1% | +$287 | 0.08% | 192 |
|
|
2022
Q2 | $565K | Buy |
1,813
+2
| +0.1% | +$623 | 0.08% | 191 |
|
|
2022
Q1 | $614K | Sell |
1,811
-98
| -5% | -$33.2K | 0.08% | 197 |
|
|
2021
Q4 | $694K | Buy |
1,909
+2
| +0.1% | +$727 | 0.08% | 190 |
|
|
2021
Q3 | $645K | Buy |
1,907
+1
| +0.1% | +$338 | 0.09% | 182 |
|
|
2021
Q2 | $670K | Sell |
1,906
-50
| -3% | -$17.6K | 0.1% | 153 |
|
|
2021
Q1 | $646K | Buy |
1,956
+52
| +3% | +$17.2K | 0.1% | 155 |
|
|
2020
Q4 | $594K | Buy |
1,904
+23
| +1% | +$7.18K | 0.1% | 154 |
|
|
2020
Q3 | $522K | Sell |
1,881
-33
| -2% | -$9.16K | 0.11% | 155 |
|
|
2020
Q2 | $493K | Sell |
1,914
-92
| -5% | -$23.7K | 0.12% | 151 |
|
|
2020
Q1 | $439 | Buy |
2,006
+78
| +4% | +$17 | 0.1% | 146 |
|
|
2019
Q4 | $549K | Sell |
1,928
-359
| -16% | -$102K | 0.11% | 148 |
|
|
2019
Q3 | $615K | Buy |
2,287
+4
| +0.2% | +$1.08K | 0.14% | 134 |
|
|
2019
Q2 | $607K | Sell |
2,283
-246
| -10% | -$65.4K | 0.14% | 134 |
|
|
2019
Q1 | $655K | Buy |
2,529
+151
| +6% | +$39.1K | 0.16% | 130 |
|
|
2018
Q4 | $554 | Buy |
2,378
+870
| +58% | +$203 | 0.13% | 133 |
|
|
2018
Q3 | $398K | Buy |
1,508
+8
| +0.5% | +$2.11K | 0.1% | 174 |
|
|
2018
Q2 | $364K | Buy |
1,500
+120
| +9% | +$29.1K | 0.09% | 173 |
|
|
2018
Q1 | $333K | Buy |
+1,380
| New | +$333K | 0.09% | 180 |
|